Marshall Financial Group (Maryland)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.19M	Sell	5,607 -845	-13%	-$173K	0.17%	106
2026 Q1	$1.24M	Sell	6,452 -2,043	-24%	-$405K	0.2%	95
2025 Q4	$1.63M	Sell	8,495 -971	-10%	-$184K	0.32%	68
2025 Q3	$1.8M	Sell	9,466 -989	-9%	-$184K	0.35%	66
2025 Q2	$1.92M	Sell	10,455 -1,242	-11%	-$214K	0.38%	54
2025 Q1	$2.03M	Sell	11,697 -16,581	-59%	-$2.95M	0.44%	49
2024 Q4	$4.96M	Buy	28,278 +882	+3%	+$159K	1.2%	16
2024 Q3	$4.91M	Buy	27,396 +9,685	+55%	+$1.65M	1.17%	16
2024 Q2	$2.91M	Buy	17,711 +1,786	+11%	+$294K	0.81%	23
2024 Q1	$2.7M	Buy	+15,925	New	+$2.56M	0.78%	27

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RSP Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 13% in Q2 2026, selling an estimated $173K and leaving 5,607 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #106.

Marshall Financial Group (Maryland) first reported a position in RSP in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.96M in Q4 2024. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Marshall Financial Group (Maryland) held 5,607 shares of Invesco S&P 500 Equal Weight ETF worth $1.19M as of Q2 2026.
Marshall Financial Group (Maryland) sold 845 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $173K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #106 holding.
Marshall Financial Group (Maryland) first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 10 quarters since.
Marshall Financial Group (Maryland)'s Invesco S&P 500 Equal Weight ETF position peaked at $4.96M in Q4 2024.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.